Archive - ycjdt

Your Eames Chair Is Not a Birkin

Luxury fashion has gone parabolic. Another luxury category has taken a nosedive.

Nov 11 •

October 2025

The Lie of Open Markets

Democratizing markets with uninformed investors makes markets less accessible, less efficient, and everyone loses.

Oct 24 •

August 2025

Nothing Eats Like Software

Excluding Musk and biopharma, America has produced 1 profitable hard tech company in 20 years.

Aug 12 •

July 2025

Build Something Extralegal

Building in grey areas is an edge.

Jul 12 •

A Simple Take on Scaling Laws

Why we need someone to "just do things" to find the next breakthrough in AI

Jul 9 •

June 2025

Can Fame Become MRR?

Cluely proves attention raises money. Can that convert to revenue, and in turn, glory?

Jun 20 •

Benefits for the Bourgeoisie

Why your Sapphire and Platinum will only get worse

Jun 20 •

Task Failed Successfully

"You get many chances so long as you keep trying."

Jun 19 •

Thiel Mentees, pt. 1: Delian

A unique element of a powerful network

Jun 18 •

Who Will Make It Rain?

Cluely, Rainmaker, and the question of distribution

Jun 17 •

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